SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
JPMorgan Alternative Asset Management
New York, NY
J.P. Morgan Alternative Asset Management, Inc., CRD 20989
Firm filing updated July 16, 2026 ·
- $29.7BAssets
- 26Advisory staff
- 375Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals51
- Pooled vehicles30
- Charities23
- Pension and profit sharing plans12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 51 | $782.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $10.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $1.5 billion |
| Charitable organizations | 23 | $579.9 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $96.4 million |
| Other investment advisors | Fewer than 5 clients | $9.7 billion |
| Insurance companies | Fewer than 5 clients | $637.9 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $1.9 billion |
| Corporations or other businesses not listed above | Fewer than 5 clients | $72.0 million |
| Other: "FOREIGN GOVERNMENT & SINGLE INVESTOR INVESTMENT VEHICLES" | 199 | $4.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "PORTFOLIO MANAGEMENT FOR HEDGE FUNDS/FUND OF FUNDS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "PORTFOLIO MANAGEMENT FOR HEDGE FUNDS/FUND OF FUNDS"
Assets and accounts
- Regulatory assets$29.7 billion
- Accounts375
- Discretionary$18.2 billion · 270 accounts
- Non-discretionary$11.5 billion · 105 accounts
People
- Employees86
- Advisory staff26
- Broker-dealer reps15
- Licensed insurance agents0
Registration details
- Legal name: J.P. Morgan Alternative Asset Management, Inc. SEC-registered investment advisor. CRD 20989, SEC file 801-38319.
- Registered with the SEC as an investment advisor (status date on record: February 22, 1991).
Is Jpmorgan Alternative Asset Management a fiduciary?
Short answer: Jpmorgan Alternative Asset Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 15 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.